The Inversion Investor

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The Inversion Investor
NO SWEAT! Vietnam Lobbies $RH to Stay Put

NO SWEAT! Vietnam Lobbies $RH to Stay Put

Peter Pham's avatar
Peter Pham
Apr 05, 2025
∙ Paid
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The Inversion Investor
The Inversion Investor
NO SWEAT! Vietnam Lobbies $RH to Stay Put
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D.R. Horton manufactures furniture (yawn) in Vietnam.

The stock is down 62% YTD.

CEO Gary Friedman says this is something he can manage as he planned for it when he switched out China for Vietnam.

Observe his demeanor.

Pretty chill for 46% tariffs right?

The question is why?

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